Personal Views
The Night of All Nights: US Election 2024! 🌌✨
As the world tunes in to the US Election 2024, the stark contrast between Kamala Harris and Donald Trump’s policies
November 5, 2024
Blog Archive | independent wealth management
Personal Views
Harris or Trump: Who’s Better for Our Industry’s Future? 🌎
Disclaimer: The image is sourced from the Library of Congress via Unsplash and was originally published on January 27, 2020.
November 5, 2024
Investing
A Hidden Gem in Asset Classes 💎
We are all familiar with cash and precious metals. But another small asset class often goes unnoticed: Alternative Investments. This
November 5, 2024
Industry Insight
Market Crash Survival: 37 Years of Insights for Smart Investing 📈📉
Since 1987, I have navigated some of the biggest financial market crashes. Each one taught me critical lessons on resilience,
November 2, 2024
Personal Views
Why Cyprus is the Next Business & Lifestyle Hotspot 🌍🌞
I returned from Cyprus, where I enjoyed reconnecting with my fantastic workmates in Limassol. It was a transformative trip! Cyprus
November 1, 2024
Career Growth
Financial Risk for Firms, Career Risk for Private Bankers? 💼
Both sides face risks when a private banker moves to an independent wealth manager, but the risks differ. Independent Wealth
October 31, 2024
Personal Views
Do Private Bankers’ Addresses Predict Success? 🏙️
In bustling financial hubs like Zurich, a private banker’s address could often signal the calibre of their professional achievements. The
October 29, 2024
Personal Views
Reflecting on Campaign Fundraising 💡
Kamala Harris recently raised a staggering $1 billion in campaign fundraising, outpacing her rivals in what is shaping to be
October 27, 2024
Industry Insight
Building Success in Wealth Management: Strategy, Security, and Expertise 📊
In Swiss independent wealth management, a robust foundation isn’t just a strategy—it’s essential for security and stability. 🛡️ Leading firms
October 24, 2024
Investing
Private Equity: What You Need to Know 🔍
Private equity (PE) often promises sky-high internal rates of return (IRR); however, these numbers can be misleading. Although IRR highlights
October 22, 2024
Personal Views
Are You Planning a Lazy Movie Sunday? 🎬
Why not watch the movie that led me into the world of finance? Wall Street (1987) 💼 had considerably impacted
October 20, 2024
Industry Insight
Understanding the Complex Relationship between Custodian Banks and Independent Wealth Managers 🔄
The relationship between traditional banks and independent wealth managers is thrillingly complex in today’s financial world. Conventional banks are keen
October 17, 2024
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